Fidelity Investments Mutual Fund Family Data Pages

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Performance
03-31-17

Total ReturnCategory Average
Total Return 21.4 7.9 1.3 7.3 5.9
Category Average 20.2 6.7 -0.4 6.8 5.3
Assets for Each Yr* 1,349.0 1,438.1 1,439.1 1,492.0 1,567.8
*billions

Trailing Returns %
03-31-17

  YTD 3 Year 5 Year    
Fund Family 5.86 6.85 9.29

Key Stats
03-31-17

Total Assets* Min. Investment Load (% of Assets) No Load (% of Assets)
1,567,835 $2,500 4.3 95.7
Asset Class Score % of Assets Expense Ratio % Expense Rating
Domestic Stock 3.8 47.86 0.85 Below Avg
International Stock 3.6 10.20 1.19 Average
Municipal Bond 3.5 1.97 0.63 Below Avg
Taxable Bond 3.7 15.29 0.72 Below Avg
*Doesn't include money market assets.

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Portfolio Analysis

Morningstar Style Box
19 23 33
8 5 6
1 13 3
Asset Allocation %
Cash 5.4
Stocks 68.6
Bonds 24.5
Other 1.5
Annual Turnover % 41
% Assets in Top 10 9.1
 
Sector Breakdown (% of stocks) 
Sensitive 39.6
Communication Services 3.0
Energy 5.8
Industrials 9.7
Technology 21.1
Cyclical 37.6
Basic Materials 4.1
Consumer Cyclical 12.9
Financial Services 17.6
Real Estate 2.9
Defensive 22.8
Consumer Defensives 7.5
Healthcare 13.4
Utilities 2.0

Top 20 US Holdings | Get Price Quotes
YTD Return through 04-21-17

  Sector YTD Return % % Net Assets  
  Apple Inc* Technology 23.33 1.67
  Facebook Inc A* Technology 24.88 1.18
  Amazon.com Inc* Consumer Cyclical 19.82 1.07
  Alphabet Inc A* Technology 8.39 0.96
  Microsoft Corp* Technology 7.48 0.92
  Alphabet Inc C* Technology 9.25 0.80
  JPMorgan Chase & Co* Financial Services -0.92 0.69
  Wells Fargo & Co* Financial Services -3.14 0.61
  Amgen Inc* Healthcare 10.50 0.60
  UnitedHealth Group Inc* Healthcare 7.34 0.60
  Bank of America Corporation* Financial Services 3.10 0.58
  Visa Inc Class A* Financial Services 17.04 0.54
  Citigroup Inc* Financial Services -2.61 0.44
  Berkshire Hathaway Inc A* Financial Services 0.59 0.43
  Johnson & Johnson* Healthcare 6.38 0.39
  Salesforce.com Inc* Technology 22.39 0.38
  NVIDIA Corp* Technology -4.61 0.36
  The Home Depot Inc* Consumer Cyclical 12.54 0.36
  Chevron Corp* Energy -9.97 0.35
  General Electric Co* Industrials -5.73 0.34
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Best 5-Year Relative Performance | More
04-21-17

Highest Expenses | More
04-21-17

Longest Manager Tenure | More
04-21-17

Fund Name Manager Name Average Manager Tenure
Fidelity® Contrafund® William Danoff 27
Fidelity Advisor® Emerging Mkts Inc M John H. Carlson 22
Fidelity® New Markets Income John H. Carlson 22
Fidelity® Growth Company Steven S. Wymer 20
Fidelity® Real Estate Investment Port Steve J. Buller 19

Shortest Manager Tenure | More
04-21-17

Fund Name Manager Name Average Manager Tenure
Fidelity Advisor® Overseas M Vincent Montemaggiore 1
Fidelity® Select Chemicals Richard Malnight 1
Fidelity® Select Retailing Nicola Stafford 1
Fidelity® Select Wireless Matthew Drukker 1
Fidelity Advisor® Emerging Asia A John Dance 1
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